FGAM
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Financial Gravity Asset Management’s GraniteShares Platinum Shares PLTM Stock Holding History

Financial Gravity Asset Management’s Portfolio PLTM Stock Details PLTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3
Closed -$45 – 884
2025
Q3 		$45 Buy
+3
New +$40 ﹤0.01% 904
2025
Q1 		$29 Buy
+3
New +$28 ﹤0.01% 1006

Other funds holding PLTM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SAA
Southeast Asset Advisors Thomasville, Georgia $984M AUM 34.75% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $308M AUM 26.77% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PWA
PCG Wealth Advisors Overland Park, Kansas $448M AUM 32.38% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Financial Gravity Asset Management's PLTM Position: Q4 2025 in Review

Financial Gravity Asset Management sold out of GraniteShares Platinum Shares (PLTM) in Q4 2025, closing a stake of 3 shares — an estimated $45 sold.

Financial Gravity Asset Management first reported a position in PLTM in Q1 2025 and held it in 2 quarters. The position peaked at $45 in Q3 2025. 48 funds tracked by Wall St. Rank hold PLTM as of Q4 2025.

  • Financial Gravity Asset Management reported no remaining GraniteShares Platinum Shares position as of Q4 2025 after selling out during the quarter.
  • Financial Gravity Asset Management sold 3 GraniteShares Platinum Shares shares in Q4 2025, an estimated $45.
  • Financial Gravity Asset Management first reported a position in GraniteShares Platinum Shares in Q1 2025 and held it in 2 quarters.
  • Financial Gravity Asset Management's GraniteShares Platinum Shares position peaked at $45 in Q3 2025.
  • 48 funds tracked by Wall St. Rank held GraniteShares Platinum Shares as of Q4 2025.

Based on Financial Gravity Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.